generate document
Discussion List
- We work with the option generate documents to issue product specs (preliminary and final). As long as the information is being completed on smartsheet, it will be very helpful if non licensed users co…
- I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sen…
- 1.) I have a sheet which generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields sh…
- When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a parti…
- I am having trouble with the date reporting out as mm/dd/yyyy when I would like it reported as dd-Mmm-yyyy. I have a created date column, and a second column with function =DATEONLY([Created Date]@row…
- I think I may have a good use case for using Dynamic View, but need help. So I have a sheet that basically is managing the status and progression of a customer request that my staff completes and noti…
- For reasons I won't get into here, we are required to disable the 'Upload Attachments' option. This severely limits our ability to generate documents in day-to-day use. It would be great if the Genera…
- For security reasons (i.e. unable to specify which server the attachments are stored on) I have to leave the Upload Attachment option turned off. Box attachments is our only selection. Due to this, th…
- We would like the ability for Control Center automation to be configurable to trigger different document sets based on the category selected in the project intake sheet. For instance, if the new proje…
- It would be nice if the Document Builder feature included a PowerPoint slide option. For example, I often have to prepare a slide deck for new projects. The information for the slides is contained ent…